People thought it was the end of history and innovation would be all about funding elaborate financial schemes; but now with AI people are finding themselves running all these elaborate money-printing machines and they're unsure if they should keep focusing on those schemes as before or actually try to automate stuff. The risk barrier has been lowered a lot to actually innovate, almost as low risk as doing a scheme but still people are having doubts. Maybe because people don't trust the system to reward real innovation.

LLMs feel like a fluke, like OpenAI was not intended to succeed... And even now that it succeeded and they try to turn the non-profit into a for-profit, it kind of feels like they don't even fully believe their own product in terms of its economic capacity and they're still trying to sell the hype as if to pump and dump it.

They've made it pretty clear with the GPT-5 launch that they don't understand their product or their users. They managed to simultaneously piss off technical and non-technical people.

It doesn't seem like they ever really wanted to be a consumer company. Even in the GPT-5 launch they kept going on about how surprised they are that ChatGPT got any users.